BAM
Brave Asset Management Portfolio holdings
AUM
$367M
This Quarter Return
-10.41%
1 Year Return
+13.76%
3 Year Return
+50.15%
5 Year Return
+91.54%
10 Year Return
+223.87%
AUM
$222M
AUM Growth
+$222M
(-23%)
Cap. Flow
-$23.6M
Cap. Flow
% of AUM
-10.62%
Top 10 Holdings %
Top 10 Hldgs %
57.39%
Holding
163
New
8
Increased
15
Reduced
41
Closed
20
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$26.6M |
| 2 |
iShares Select Dividend ETF
DVY
|
$4.47M |
| 3 |
Amazon
AMZN
|
$2.26M |
| 4 |
Intel
INTC
|
$303K |
| 5 |
Vanguard Total Bond Market
BND
|
$226K |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
$16M |
| 2 |
iShares Gold Trust
IAU
|
$13.5M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$11M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$3.16M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$2.7M |
Sector Composition
| 1 | Communication Services | 14.42% |
| 2 | Technology | 13.67% |
| 3 | Financials | 8.69% |
| 4 | Healthcare | 4.84% |
| 5 | Industrials | 3.75% |
